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Sargent Bickham Lagudis’s iShares MBS ETF MBB Stock Holding History

Sargent Bickham Lagudis’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-420
Closed -$43K – 1100
2022
Q1 		$43K Buy
+420
New +$43.8K ﹤0.01% 484
2020
Q1 		– Sell
-7
Closed -$1K – 853
2019
Q4 		$1K Buy
+7
New +$756 ﹤0.01% 821
2019
Q3 		– Sell
-269
Closed -$29K – 752
2019
Q2 		$29K Buy
269
+31
+13% +$3.3K ﹤0.01% 442
2019
Q1 		$25K Buy
+238
New +$25K ﹤0.01% 483
2016
Q4 		– Sell
-165
Closed -$18 – 733
2016
Q3 		$18 Sell
165
-96
-37% -$10.6K ﹤0.01% 492
2016
Q2 		$29K Hold
261
– – ﹤0.01% 408
2016
Q1 		$29K Buy
+261
New +$28.4K ﹤0.01% 434

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return